Follow steps below :
Action | Description | |
1. | Select Contacts from the Module Tabs. | |
2. | Click on Tools > E-mail Merge from the Action bar. | E-mail merge form opens |
3. | Select an Option | |
3.a | Option = All Contacts from Accounts | This produces one document per contact belonging to the account. |
Click Select Accounts arrow to open the Accounts dialog box and select a specific Account. | ||
3.b. | Option = Public Mailing List | This produces one document per account/contact with the same mailing list |
Click Select Public Mailing List arrow to open the Mailing List dialog box and select a specific entry. | ||
3.c. | Option = Advanced Search | This produces one document per contact included in the new search result |
Click New Search arrow to open the Advanced Search form. Follow this link for details on how to setup a New Search. | ||
3.d. | Option = Saved Search | This produces one document per contact included in the search result |
Click Select Search List arrow to open the List and select a specific entry. | ||
4. | Set Exclude from Mailing List as needed | |
5. | On the Delivery Options section, | |
Select Sender | ||
Select Reply To | ||
Set Return Receipt | ||
Set Return Delivery Priority | ||
Set Importance | ||
6. | On the E-mail Template Section, Select a Template Category - whether Text or HTML | |
Select a Template from List | ||
7. | Enable Add Automation URL, as needed | |
Click on the URL Automation arrow to select | URL Automation must first be setup by the Administrator on the Setup module. | |
8. | Click Next and, | |
Confirmation Screen opens | Contacts processed, exclusions, sender, reply, greeting and close are pre-populated. | |
9. | Edit Subject and Body, as desired | |
10. | Click Attach File Browse button and select a file from explorer | |
11. | Click on Attach from Library arrow to select a record from Library. | |
12. | Click on Add More Attachments link under each attachment field if you want and the screen adds more fields to use. | |
13 | Click Send button | |
14. | Click OK on the prompt. | E-mail is sent and activity log is created. This Email then goes on a queue and will be sent in a set interval by a CRON process |